We plan. You profit…
in money, time, and peace of mind.

We combine a manufacturing mindset with national expertise to deliver clear, customized financial strategies. Connect with an advisor in hours, not days, with our lightning-fast support team. From hardworking families to high-net-worth executives, our tailored approach keeps your goals and financial future front and center. Our team collaborates with top CPAs, attorneys, and insurance specialists to deliver advanced tax, legal, investment, and estate-planning strategies that help achieve unmatched value and measurable results.

Multiple studies have shown that while firms claim to offer these services, they are third-party referrals or afterthought in a bulleted list of services. Our process includes unbilled coordination between a team of professionals, including CPAs, tax and estate attorneys, and insurance experts, in collaboration with your existing relationships. This framework closes gaps often left by firms that refer you to third parties and leave you responsible for the coordination of advice across multiple disciplines.

Our goal is to deliver exceptional value that consistently exceeds the cost of our services. While our advisors are compensated for their expertise and guidance, we remain committed to keeping fees fair, clearly defined, and aligned with the value we provide.

Assets Under Management (AUM): This is a percentage of the assets we manage for you, starting at 1.5% and decreasing as your account grows. This fee covers all transactions, with no additional costs or sales commissions. It gives you access to our full range of services, including advanced planning and our team of experts (CFAs, attorneys, CPAs, and insurance specialists). We do not charge a fee for unmanaged assets such as insurance products or assets held away from Silvertree.

Insurance Products: If you purchase insurance products through us, we disclose all commissions in writing, prior to purchase. We make every effort to shop the open market of insurance products to bring what we believe to be the best solution for your situation, placing your best interest first.

Financial Planning: Financial planning services with fees ranging from $1,500 to $15,000+, based on complexity. Financial planning fees may be waived for clients with assets under management or who have purchased insurance products.

Silvertree serves individuals and families across the manufacturing sector. Silvertree Retirement Planning supports middle-class clients, especially frontline workers nearing or in retirement. Our Private Client Group partners with high-net-worth and ultra-high-net-worth manufacturing owners and executives. Both divisions deliver the same dedicated expertise and care, tailored to each client’s distinct goals.

Silvertree Retirement Planning helps middle-class clients protect their savings and build a confident retirement. Our Private Client Group delivers advanced wealth management for high-net-worth and ultra-high-net-worth individuals, specializing in tax efficiency, estate planning, and customized investment strategies. Each division provides specialized expertise designed to meet the distinct needs of its clients.

We help protect and grow retirement savings through personalized investment, tax, and insurance strategies. Our team works with you to create a plan tailored to your goals, ensuring your assets and your family are protected, and that your income lasts throughout retirement and beyond.

We offer advanced tax planning strategies designed to minimize liabilities and maximize wealth. Our solutions include tax-optimized investment portfolios, charitable giving strategies, and estate planning techniques tailored to your unique financial situation and goals.

Absolutely. We specialize in serving manufacturing executives and business owners by creating tailored financial strategies that address unique challenges like succession planning, tax optimization, and asset protection. We help you balance business and personal financial priorities to achieve long-term success.

Becoming a Silvertree client is simple: Schedule a 10-15 minute casual conversation with one of our advisors. If we mutually decide to move forward, we will schedule a discovery meeting to explore your goals in depth. From there, we’ll develop a customized financial strategy tailored to your needs and guide you through a smooth onboarding, ensuring a seamless transition and confident start to working together.

Silvertree is part of Summit Financial, offering expertise in advanced tax, legal, and estate planning strategies. This allows us to provide comprehensive solutions without requiring you to replace your existing advisors. It’s an approach that enhances our ability to deliver strategic tailored guidance.

We start with your goals. Our team takes the time to understand what matters most to you—whether it’s securing retirement, growing generational wealth, or optimizing tax efficiency. We then develop a customized plan that integrates every aspect of your financial picture, with regular check-ins to adjust as your life and goals evolve.